Shark Fin Notes are short term capital protected structured investments that feature a knockout barrier. Shark Fin Notes are designed to outperform bond yields and got their name because the payoff diagram resembles a shark fin.

Investors receive a coupon at maturity equal to the performance of the underlying asset during the investment term unless the knockout barrier is hit at which point, a predefined rebate is paid.

Strategic Yielding Notes are linked to underlying equities and provide investors with fixed income for the duration of the investment term. At maturity, investors either receive their principal investment back as cash, or shares in one of the underlying equities at a discount to the price they were trading at at the commencement of the investment.

Strategic Yielding Notes may be suitable for investors that would prefer to be invested in the stock market, but fear the market will fall during the investment term. Strategic Yielding Notes provide investors with regular income and an opportunity to buy shares in one of the underlying equities at maturity if it has fallen by a predefined amount during the investment term.

Principal Protected Notes combine a bond with an over the counter call option and are designed for investors seeking capital protection, but with the opportunity to generate a higher coupon at maturity.

Principal Protected Notes combine a bond (fixed component) with an over the counter call option (variable component). At maturity, the coupon is equal to the performance of the options underlying asset.

Anadara offers tax effective* limited recourse borrowing on some of its structured investments that generate returns based on the positive performance of an underlying equity, fund, commodity or index.

These investments may be suitable for investors that believe the underlying asset will significantly outperform the market during the investment term. Unlike most leveraged investments, the maximum risk is limited to the total investment cost that is paid upfront.

*The Australian Taxation Office has issued Private Ruling 2024/6 which confirms the tax treatment of certain investments offered by Anadara.

Anadara also offers tax effective* limited recourse borrowing on some of its structured investments that generate returns based on the negative performance of an underlying equity, fund, commodity or index.

These investments may be suitable for investors that believe the underlying asset will fall in value significantly during the investment term. Unlike most leveraged investments, the maximum risk is limited to the total investment cost that is paid upfront.

*The Australian Taxation Office has issued Product Ruling 2024/6 which confirms the tax treatment of certain investments offered by Anadara.

Returns on dispersion investments are based on the average performance of individual shares compared to the average return of a basket of shares. Anadara offers tax effective* limited recourse borrowing on its dispersion investments.

At maturity, investors can earn an uncapped Performance Coupon based on the range of performance between each individual share compared to the average return of the basket of shares. Dispersion investments may suit investors that believe the performance of the shares in the share basket will vary significantly.

*The Australian Taxation Office has issued Product Ruling 2024/6 which confirms the tax treatment of certain investments offered by Anadara.